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5. Appendices
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5. Appendices
by Carl Chatfield and Timothy Johnson
Microsoft® Office Project 2007 Step by Step
Special Upgrade Offer
A Note Regarding Supplemental Files
Information for Readers Running Windows XP
Managing the Practice Files
Using the Start Menu
Navigating Dialog Boxes
Features and Conventions of This Book
Getting Help
Errata & Book Support
Getting Help with Project 2007
More Information
We Want to Hear from You
Stay in Touch
Using the Book’s CD
What’s on the CD?
Minimum System Requirements
2007 Microsoft Office System
Installing the Practice Files
Using the Practice Files
Removing and Uninstalling the Practice Files
Quick Reference
1. Getting Started with Project
2. Creating a Task List
3. Setting Up Resources
4. Assigning Resources to Tasks
5. Formatting and Printing Your Plan
6. Tracking Progress on Tasks
7. Fine-Tuning Task Details
8. Fine-Tuning Resource and Assignment Details
9. Fine-Tuning the Project Plan
10. Organizing and Formatting Project Details
11. Printing Project Information
12. Sharing Project Information with Other Programs
13. Tracking Progress on Tasks and Assignments
14. Viewing and Reporting Project Status
15. Getting Your Project Back on Track
16. Applying Advanced Formatting
17. Customizing Project
18. Measuring Performance with Earned Value Analysis
19. Consolidating Projects and Resources
1. Managing a Simple Project
1. Getting Started with Project
Managing Your Projects with Project
Starting Project Standard
Starting Project Professional
Exploring Views
Exploring Reports
Creating a New Project Plan
Setting Nonworking Days
Entering Project Properties
Key Points
2. Creating a Task List
Entering Tasks
Estimating Durations
Entering a Milestone
Organizing Tasks into Phases
Linking Tasks
Documenting Tasks
Checking the Plan’s Duration
Key Points
3. Setting Up Resources
Setting Up People Resources
Setting Up Equipment Resources
Setting Up Material Resources
Setting Up Cost Resources
Entering Resource Pay Rates
Adjusting Working Time for Individual Resources
Documenting Resources
Key Points
4. Assigning Resources to Tasks
Assigning Work Resources to Tasks
Assigning Additional Resources to a Task
Assigning Material Resources to Tasks
Assigning Cost Resources to Tasks
Key Points
5. Formatting and Printing Your Plan
Creating a Custom Gantt Chart View
Drawing on a Gantt Chart
Formatting Text in a View
Formatting and Printing Reports
Key Points
6. Tracking Progress on Tasks
Saving a Project Baseline
Tracking a Project as Scheduled
Entering a Task’s Completion Percentage
Entering Actual Values for Tasks
Key Points
2. Advanced Project Scheduling
7. Fine-Tuning Task Details
Adjusting Task Relationships
Setting Task Constraints
Viewing the Project’s Critical Path
Interrupting Work on a Task
Adjusting Working Time for Individual Tasks
Changing Task Types
Entering Deadline Dates
Entering Fixed Costs
Setting Up a Recurring Task
Key Points
8. Fine-Tuning Resource and Assignment Details
Entering Multiple Pay Rates for a Resource
Setting Up Pay Rates to Apply at Different Times
Setting Up Resource Availability to Apply at Different Times
Delaying the Start of Assignments
Applying Contours to Assignments
Applying Different Cost Rates to Assignments
Entering Material Resource Consumption Rates
Key Points
9. Fine-Tuning the Project Plan
Examining Resource Allocations over Time
Manually Resolving Resource Overallocations
Leveling Overallocated Resources
Examining Project Costs
Checking the Project’s Finish Date
Key Points
10. Organizing and Formatting Project Details
Sorting Project Details
Grouping Project Details
Filtering Project Details
Customizing Tables
Customizing Views
Key Points
11. Printing Project Information
Printing Your Project Plan
Printing Views
Printing Reports
Key Points
12. Sharing Project Information with Other Programs
Copying and Pasting with Project
Opening Other File Formats in Project
Saving to Other File Formats from Project
Generating a Project Summary Report for Word, PowerPoint, or Visio
Generating Visual Reports with Excel and Visio
Key Points
13. Tracking Progress on Tasks and Assignments
Updating a Baseline
Tracking Actual and Remaining Values for Tasks and Assignments
Tracking Timephased Actual Work for Tasks and Assignments
Rescheduling Incomplete Work
Key Points
14. Viewing and Reporting Project Status
Identifying Tasks that Have Slipped
Examining Task Costs
Examining Resource Costs
Reporting Project Cost Variance with a Stoplight View
Key Points
15. Getting Your Project Back on Track
Troubleshooting Time and Schedule Problems
Troubleshooting Cost and Resource Problems
Troubleshooting Scope-of-Work Problems
Key Points
3. Special Projects
16. Applying Advanced Formatting
Formatting a Gantt Chart View
Formatting the Network Diagram View
Formatting the Calendar View
Key Points
17. Customizing Project
Sharing Custom Views and Other Elements Between Project Plans
Recording Macros
Editing Macros
Customizing a Toolbar
Key Points
18. Measuring Performance with Earned Value Analysis
Viewing Earned Value Schedule Indicators
Viewing Earned Value Cost Indicators
Generating an Earned Value Visual Report
Key Points
19. Consolidating Projects and Resources
Creating a Resource Pool
Viewing Assignment Details in a Resource Pool
Updating Assignments in a Sharer Plan
Updating a Resource’s Information in a Resource Pool
Updating All Plans’ Working Times in a Resource Pool
Linking New Project Plans to a Resource Pool
Opening a Sharer Plan and Updating a Resource Pool
Consolidating Project Plans
Creating Dependencies Between Projects
Key Points
4. Introducing Project Server
20. Planning Work with Project Server
Understanding the Key Pieces of Enterprise Project Management
Building a New Plan from an Enterprise Template
Staffing an Enterprise Project with Resources
Publishing a Plan to Project Server
Key Points
21. Tracking Work with Project Server
Reporting Actual Work Through Project Web Access
Reporting Actual Work Through Outlook
Handling Actuals from Resources
Keeping Stakeholders Informed
Key Points
22. Managing Risks, Issues, and Documents with Project Server
Managing Risks
Managing Issues
Managing Documents
Key Points
5. Appendices
A. A Short Course in Project Management
Understanding What Defines a Project
The Project Triangle: Viewing Projects in Terms of Time, Cost, and Scope
Time
Cost
Scope
Time, Cost, and Scope: Managing Project Constraints
Managing Your Projects with Project
B. What’s Next?
Joining a Project Learning Community
Joining a Project Management Learning Community
Final Words
Glossary
About the Authors
Carl S. Chatfield
Timothy D. Johnson
Acknowledgments
Choose the Right Book for You
Published and Upcoming Titles
Plain & Simple
Step by Step
Inside Out
Other Titles
Index
About the Authors
Special Upgrade Offer
Copyright
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22. Managing Risks, Issues, and Documents with Project Server
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A. A Short Course in Project Management
Part 5. Appendices
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